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" today. i'm maria bartiromo coming from you live today from oracle, the open world conference in san francisco. we have the interview you've been waiting for on the horizon. don't miss my interview with oracle ceo larry ellison. we have his take on oracle's future, how he's making a splash in and out of the executive suite and of course the economy and business in america as well as globally. we're going to talk with him at 4:30 p.m. eastern. before that, we have some heavy hitters coming up, including the former yahoo! ceo and the coca-cola ceo. all of a that coming up in the program. meanwhile, let's get back to the markets. we have a double-digit decline. in fact, it looks like the dow is on track to close lower for the sixth time in eight trading sessions. the dow jones industrial average now at 13,436, a decline of about 0.5%. if we close lower today that, would be the sixth decline in the last eight trading sessions. a bit of worry about earnings on the trading horizon, as we are expected expecting the stream of earnings to take effect. weakness in apple today. it is about 5% o
oracle headquarters in san francisco, where i'll be speaking exclusive by with oracle president mark hurd later on in the program. hope you'll stay tuned for that. >>> meanwhile, we've got to talk about this big rally. i have to ask hurd what he makes of this market. for whatever reason, it keeps going higher. >> yeah, whether that has something to do with corporate earnings, we will know soon enough, momm maria. the dow was up 163 points at one time today. at the high of the day, the big gains coming before investors took in fed chairman bernanke's comments this afternoon we've all been talking about. we will have reaction to that address in the q&a session plus the outlook for the last three months of the year in just a moment. first a look at the major averages. a rally on the open this morning, mainly on the report that manufacturing started to grow again for the first time since may. construction spending was not great. that may have taken some of the sheen off this rally today. the dow up. 117 points right now at 13,555. the nasdaq's up 5.25 points. well off its high set in the open
at some qualcomm, microsoft. you could nibble at some oracle. >> but you're only nibbling. >> i would buy more aggressively apple here. this is what happens every time apple comes out with a new product. there's overdemand. there was a riot last week. everybody is down on the maps with apple. apple -- >> you think that's all noise? >> the lines -- go up town and look at the lines for this new apple iphone 5. we're still believers in apple. i think you could take some -- you start to spoon some technology stocks on to your plate here. >> what about financials, steve? i mean, s&p capital iq is expecting financials to see a real bounce back in the fourth quarter. very strong. almost 6% earnings growth. they're saying lbo activity was stronger. you're talking about mortgage-backed securities. that's going to be stronger. would you buy the financials or have we seen the move in that group? >> you know, we've had a great run in the big banks. we've owned them. we're sticking with them. where the real opportunity now is, you know, you got cap one financial, a cheat stock, good business model. bi
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